Palo Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Palo Capital’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$213K	Buy	+5,559	New	+$230K	0.09%	135

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Palo Capital's DGRW Position: Q4 2018 in Review

Palo Capital opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2018: 5,559 shares worth $213K. The stake represents 0.09% of the portfolio and ranks #135 among its holdings.

185 funds tracked by Wall St. Rank hold DGRW as of Q4 2018.

Palo Capital held 5,559 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $213K as of Q4 2018.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Palo Capital position in Q4 2018.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of Palo Capital's portfolio in Q4 2018, its #135 holding.
185 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.